8.6.8 Refund Money to a Payee

Policy Statement

Units may need to refund money to a payee under such circumstances as:

• Cancellation of a pre-paid event or service
• Overpayment of a bill

If a credit or debit card was used for payment, consult 21.1.5 Refund a Transaction.

Reason for the Policy

To establish the process for refunding money to a payee.

Applicability of the Policy

Whenever refunding money to a payee.

Procedure

To refund money to a payee:

If there are more than 50 refunds, consult 8.8.5 Submit 50 or More Payment Requests.

1. Determine how many refunds are needed.
2. Consult the Emburse Enterprise—Submitting Invoices in Emburse Enterprise.